Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Calendly

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM

Todd Sturman

Anytime an invitee created is created in Calendly, filter my data in Filter by Zapier, find or create a contact in Wealthbox CRM, etc.

Sync Calendly Contacts to Wealthbox

“Anytime an invitee created is created in Calendly, filter my data in Filter by Zapier, find or create a contact in Wealthbox CRM, etc.”

Trusted at companies large and small

This Zap works in 4 steps …

Anytime an invitee created is created in Calendly

Filter my data in Filter by Zapier

Find or create a contact in Wealthbox CRM

Create opportunity in Wealthbox CRM

This Zap uses the following 3 apps

Calendly

Filter by Zapier

Wealthbox CRM

More ways to use these popular apps!